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Lifestyle Asset Management’s Microsoft MSFT Stock Holding History

Lifestyle Asset Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
3,609
-127
-3% -$51.4K 0.36% 58
2026
Q1 		$1.38M Buy
3,736
+369
+11% +$154K 0.45% 49
2025
Q4 		$1.63M Sell
3,367
-74
-2% -$37.1K 0.53% 55
2025
Q3 		$1.78M Buy
3,441
+1,373
+66% +$700K 0.61% 45
2025
Q2 		$1.03M Sell
2,068
-18
-0.9% -$7.82K 0.48% 51
2025
Q1 		$783K Buy
2,086
+742
+55% +$303K 0.43% 52
2024
Q4 		$566K Buy
1,344
+87
+7% +$37.1K 0.31% 55
2024
Q3 		$541K Buy
1,257
+103
+9% +$44K 0.3% 56
2024
Q2 		$516K Buy
1,154
+22
+2% +$9.29K 0.3% 56
2024
Q1 		$476K Sell
1,132
-129
-10% -$52.2K 0.28% 54
2023
Q4 		$474K Sell
1,261
-131
-9% -$46.6K 0.26% 53
2023
Q3 		$440K Buy
1,392
+500
+56% +$165K 0.27% 50
2023
Q2 		$304K Buy
892
+11
+1% +$3.45K 0.18% 50
2023
Q1 		$254K Sell
881
-476
-35% -$121K 0.17% 50
2022
Q4 		$325K Buy
+1,357
New +$326K 0.26% 51

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lifestyle Asset Management's MSFT Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $51.4K and leaving 3,609 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #58.

Lifestyle Asset Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lifestyle Asset Management held 3,609 shares of Microsoft worth $1.35M as of Q2 2026.
  • Lifestyle Asset Management sold 127 Microsoft shares in Q2 2026, an estimated $51.4K.
  • Microsoft made up 0.36% of Lifestyle Asset Management's portfolio in Q2 2026, its #58 holding.
  • Lifestyle Asset Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Lifestyle Asset Management's Microsoft position peaked at $1.78M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.